WTW
Commercial Insurance Broker
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FINEX, a dynamic global division within Willis Towers Watson, specialises in financial, executive, and professional risk solutions for clients ranging from mid-market firms to large multinational organisations across diverse industries.
This role offers the opportunity to manage a portfolio of US-listed and US-domiciled clients, focusing on retention, new business development, and strategic placements. You will collaborate across teams and with underwriters to deliver market-leading solutions, ideally bringing experience in client servicing and Directors & Officers Liability insurance placement.
The Role:
Client Relationship Management:
- Understand the clients’ business and risk management needs and look for solutions to deliver those needs through the provision of ongoing service
- Proactively maintain strong relationships with internal and external clients
- Collaborate with colleagues to develop account service strategies for individual clients in line with BU process
- Draw on expertise of specialist technical teams within the BU and across the Group for clients as required
- Support senior colleagues to determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients
- Lead and support on individual client programs where appropriate
- Grow existing portfolio by identifying new, and/or existing opportunities
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Broking:
- Responsible for supporting the drive of the sales process and business area practice activity in relation to winning, retaining, and developing profitable new clients with a focus on US domiciled and US listed clients.
- Gather information to understand a client's business, situations, opportunities, problems, and key issues
- Manage relationships and negotiate placement with the insurance market
- Prepare client and prospect presentations considering the impact of client profitability
- Collaborate with colleagues to determine appropriate solutions and structuring and pricing the deal
- Identify appropriate markets and determine placing strategy
- Create and grow relationships with underwriters in London and international markets
- Ensure ongoing compliance with Willis Towers Watson guidelines and procedures.
Placement Management:
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- Work with senior colleagues to develop service plans that define the engagement and timing of engagement with the client
- Understand, apply and where necessary explain the BU policies and procedures, and manage compliant processing of contracts as per FCA and contract certainty requirements
- Deliver high levels of the end-to-end ongoing client service, adhering to standardised policies, procedures, and service standards
- Support the BU in accurate budgeting, forecasting, and tracking of revenue
- Communicate effectively with clients, associates, markets, and others where appropriate to maximise service delivery levels
- Manage KPIs/SLAs to ensure targets are met
Other:
- Share knowledge with colleagues to help drive a culture of collaboration and development
- Contribute towards an environment that promotes respect for the individual employee by adhering to the policies and guidelines of the company
- Support management and Willis Towers Watson in the management of risks applicable to BU
- Any other duties commensurate with position or level of responsibility
- Maintain relevant qualifications required for the role
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Jessica, London
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